9258 Wealth Management, LLC Shell PLC Transaction History

9258 Wealth Management, LLC

$641 Million
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$44.64 - $51.09 $442,962 - $506,966	-9,923 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$41.41 - $49.69 $111,434 - $133,715	-2,691 Reduced 21.33%	9,923 $430,000
Q3 2021 Nov 12, 2021	SELL	$35.85 - $44.27 $19,574 - $24,171	-546 Reduced 4.15%	12,614 $558,000
Q2 2021 Aug 13, 2021	SELL	$35.75 - $40.34 $40,040 - $45,180	-1,120 Reduced 7.84%	13,160 $511,000
Q1 2021 May 11, 2021	SELL	$33.87 - $42.15 $15,580 - $19,389	-460 Reduced 3.12%	14,280 $526,000
Q4 2020 Feb 10, 2021	SELL	$21.82 - $36.65 $231,815 - $389,369	-10,624 Reduced 41.89%	14,740 $495,000
Q3 2020 Nov 13, 2020	SELL	$24.22 - $31.81 $19,763 - $25,956	-816 Reduced 3.12%	25,364 $613,000
Q2 2020 Aug 13, 2020	SELL	$28.6 - $37.65 $4,032 - $5,308	-141 Reduced 0.54%	26,180 $797,000
Q1 2020 May 05, 2020	BUY	$19.58 - $61.98 $36,986 - $117,080	1,889 Added 7.73%	26,321 $913,000
Q4 2019 Feb 06, 2020	BUY	$56.44 - $60.86 $74,218 - $80,030	1,315 Added 5.69%	24,432 $1.47 Million
Q3 2019 Nov 07, 2019	SELL	$55.1 - $65.84 $6,777 - $8,098	-123 Reduced 0.53%	23,117 $1.39 Million
Q2 2019 Aug 07, 2019	SELL	$62.86 - $66.97 $156,458 - $166,688	-2,489 Reduced 9.67%	23,240 $1.53 Million
Q1 2019 May 07, 2019	SELL	$59.98 - $65.92 $7,497 - $8,240	-125 Reduced 0.48%	25,729 $1.65 Million
Q4 2018 Feb 12, 2019	BUY	$56.7 - $71.66 $1.47 Million - $1.85 Million	25,854 New	25,854 $1.55 Million

Others Institutions Holding RDS-B

# of Institutions

3

Shares Held

24K

Call Options Held

0

Put Options Held

0

About Shell plc

Ticker RDS-B
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,828,869,888
Market Cap $196B

More about RDS-B

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